State of Wyoming’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Buy |
+1,263
| New | +$474K | 0.06% | 321 |
|
|
2024
Q4 | – | Sell |
-427
| Closed | -$99.3K | – | 1752 |
|
|
2024
Q3 | $99.3K | Sell |
427
-23
| -5% | -$5.35K | 0.01% | 1142 |
|
|
2024
Q2 | $126K | Buy |
+450
| New | +$126K | 0.02% | 874 |
|
|
2023
Q4 | – | Sell |
-263
| Closed | -$62.5K | – | 1712 |
|
|
2023
Q3 | $62.5K | Sell |
263
-278
| -51% | -$66.1K | 0.01% | 1161 |
|
|
2023
Q2 | $118K | Buy |
541
+231
| +75% | +$50.2K | 0.03% | 725 |
|
|
2023
Q1 | $62.7K | Sell |
310
-243
| -44% | -$49.2K | 0.02% | 1012 |
|
|
2022
Q4 | $120K | Buy |
+553
| New | +$120K | 0.04% | 648 |
|
|
2022
Q3 | – | Sell |
-76
| Closed | -$14K | – | 1755 |
|
|
2022
Q2 | $14K | Buy |
+76
| New | +$14K | 0.01% | 1571 |
|
|
2021
Q4 | – | Sell |
-766
| Closed | -$120K | – | 1932 |
|
|
2021
Q3 | $120K | Buy |
766
+88
| +13% | +$13.8K | 0.08% | 358 |
|
|
2021
Q2 | $92K | Buy |
+678
| New | +$92K | 0.06% | 483 |
|